Rossby Financial Lcc 13F Filing for Q4 2025

Top Buys

Q4 2025

1. VUG Vanguard Growth Etf

+$3.76 M

2. VYM Vanguard High Dividend Yield Index Etf

+$2.97 M

3. VCIT Vanguard Intermediate-Term Corporate Bond Etf

+$2.62 M

4. IUSB Ishares Core Total Usd Bond Market Etf

+$2.22 M

5. CVIE Calvert International Responsible Index Etf

+$1.66 M

Top Sells

Q4 2025

1. IEF Ishares 7-10 Year Treasury Bond Etf

−$4.25 M

2. IWY Ishares Russell Top 200 Growth Etf

−$3.36 M

3. JAAA Janus Henderson Aaa Clo Etf

−$2.18 M

4. GOOG Alphabet

−$1.22 M

5. CAT Caterpillar

−$1.18 M

Stocks/ETFs

+3.91%

$304.51 M 93.93%

Options

+12.94%

$6.14 M 1.89%

Debt

-73.95%

$52,718 0.02%

Other

+66.42%

$13.5 M 4.16%

Rossby Financial, Lcc filed its 13F report for Q4 2025 on February 12, 2026. The portfolio totaled 324.2 M reflecting a +5.67% change from the prior quarter, spanning 1,812 assets. The top 10 holdings comprised 31.0% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 385 new positions and 69 complete exits.

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FAQs for Rossby Financial Lcc’s Q4 2025 Filing

Rossby Financial Lcc submitted their Form 13F-HR for the Q4 2025 period on 02/12/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Rossby Financial Lcc reported a managed portfolio value of 324.2 M, consisting of 1,824 individual positions.

This page displays the raw filing documents. To see which stocks Rossby Financial Lcc bought or sold during Q4 2025, please visit Rossby Financial Lcc's Portfolio Analysis page.

Rossby Financial Lcc - Q4 2025 13F Filings